AdvicePay Financial Advisor Community Blog

Financial institutions that support fee-for-service financial planning enable their financial professionals to engage high-income, low-asset households traditionally turned away under the assets-under-management billing model, establish a recurring...

The financial services industry is constantly evolving, and one of the evolutions underway right now is the rapid growth of the fee-for-service financial planning business model. For more than 80 years, financial professionals have been charging clients...

Powered by innovative technologies, the financial planning business model is rapidly evolving into a sustainable fee-based revenue stream. 

The financial services enterprise companies that have already empowered their advisors to implement the latest...

Cue the confetti, because today we are celebrating a major milestone! 🎉 AdvicePay has officially processed over $200 million in financial planning fees!

Here at AdvicePay, we genuinely believe in the fee-for-service planning model and how it can successfully grow and scale your business. More and more, we are seeing that clients want advisors to justify their fees and provide more value than just their...

We started AdvicePay in 2016 after spotting a gap in the financial advising world — the need for a streamlined, compliant, secure way for advisors to get paid for their advice. Five years later, more than 3,700 financial advisors use AdvicePay, and we...

As the financial planning industry is continuously evolving, which has been amplified in response to the pandemic and a rapidly growing number of clients in the X and Y generations, the monthly retainer model has become the preferred fee structure for...

Your website is probably the most essential tool you have when converting prospects or retaining existing clients. It should be a place that clearly explains the services you provided while also offering value. The keyword there is value. I will give you...

Many professionals around the globe are working from home to prevent the spread of the novel coronavirus (COVID-19). In the era of social distancing, working from home can feel lonely and overwhelming. For many, it is a big adjustment, and developing a...

The AdvicePay company culture is fueled by our team members. We pride ourselves in having a fun, innovative, and engaging team that loves showing up every day to get the "job" done. 

For this month's team member spotlight, we talked to Cassie Jackson,...